AXXCESS WEALTH MANAGEMENT, LLC AGG Holdings History
AXXCESS WEALTH MANAGEMENT, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, AXXCESS WEALTH MANAGEMENT, LLC held 1.71 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $168.97 Mil. This investment constitutes 4.48% of their stock portfolio, and AXXCESS WEALTH MANAGEMENT, LLC now holds 0.14% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q4. And since then AXXCESS WEALTH MANAGEMENT, LLC has made 7 purchases of AGG, at an average price of $98.24, for a total of 1.96 Mil shares. In addition, there have been 7 sales at an average price of $97.01 for 247,307.00 shares. Based on historical transaction data and AGG's current price of $97.99, AXXCESS WEALTH MANAGEMENT, LLC's estimated gain on his AGG holdings is $-738,482.82, reflecting a -0.38% gain to date.
AXXCESS WEALTH MANAGEMENT, LLC AGG ($97.99) Holding Chart
AXXCESS WEALTH MANAGEMENT, LLC AGG ($97.99) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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